Project Based PlanningCost: $1,000+ based on complexity
Time: 1 - 3 Months
Offers specific guidance on a variety of financial planning topics. You will receive a personalized financial snapshot aimed to give you clarity at your current situation and a customized road map designed to help you navigate and implement your next steps.
Individual $1,800 Initial Fee and $225/month.
Couple $2,300 Initial Fee and $285/month
Initial Engagement Length - 12 Months
Designed for those seeking a long-term relationship with a financial planner. Throughout the process, you will have access to customized education, financial planning, accountability, clear recommendations and a road map with specific implementation assistance along the way. We will provide consistent check points and ongoing support with an emphasis on achieving your financial goals and increasing your financial well-being.
Creating long term diversified investment solutions utilizing a goals-based approach. By taking emotions out of investing and concentrating on what we can control, we are able to focus on what really matters, helping you build and manage your wealth in an efficient way. There are no asset minimums.
Corporate AccountsCost: Based on Services selected
Time: Initial Engagement Length - 12 Months
Utilizing a customized financial wellness program for your employees has many benefits. The goal is to give your employees the tools to take responsibility for their own financial well-being. By providing a way for employees to improve their financial situation, you can create a better working environment by relieving worry related to financial stressors so that your employees can focus on being productive at their jobs.